HeadInvest LLC’s Brookfield Renewable BEPC Stock Holding History

HeadInvest LLC’s Portfolio BEPC Stock Details BEPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-546	Closed	-$12.4K	–	272
2023 Q3	$12.4K	Buy	+546	New	+$15.8K	﹤0.01%	536

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HeadInvest LLC's BEPC Position: Q4 2023 in Review

HeadInvest LLC sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 546 shares — an estimated $12.4K sold.

HeadInvest LLC first reported a position in BEPC in Q3 2023 and held it in 1 quarter. The position peaked at $12.4K in Q3 2023. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

HeadInvest LLC reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 546 Brookfield Renewable shares in Q4 2023, an estimated $12.4K.
HeadInvest LLC first reported a position in Brookfield Renewable in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Brookfield Renewable position peaked at $12.4K in Q3 2023.
355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.